Success stories

What people are saying about Nicole.

Meaghan Bush Assistant General Manager at Leukaemia Foundation of Australia.

“Nicole has been an absolute delight and it has been the best financial decision I have made to engage her skills and expertise to find manageable solutions for my finances. Since working with Nicole I have clear goals and objectives for my financial future, meeting Nicole has changed my financial future for the better and I couldn’t recommend Nicole highly enough.”

Helen BertocciExecutive Assistant

“I was in quite a vulnerable position when I first met Nicole, however I knew from the outset that I could entrust her advice 100%.

Nicole is charismatic and engaging; she portrays a sense of logic with all of her recommendations; her financial knowledge is impressive, and I truly believe she is committed to the betterment of my well-being.

It is extremely comforting to know that you are being lead up the right garden path, and I would highly recommend the services of Nicole Heales Financial without hesitation.”

Valerie WongCareers Consultant at University of Melbourne

“I first met Nicole at a series of financial seminars for women. She has since provided extremely valuable, practical advice on insurance, superannuation and home loans and is committed to finding the best products tailored to an individual’s situation. She consistently follows up on all enquiries that I make and always makes the time to answer any ad-hoc questions I have! I would highly recommend Nicole’s services as a financial advisor.”

Manik Meah Partner, Fisher Jeffries

“Nicole is a well researched and well learned financial planner. Her knowledge of the industry, the financial products available, their pros and their cons and her ability to match them to her client’s investment strategy is outstanding.

Due to her no-nonsense and plain English approach, for the first time I actually understood properly what investments I was making and I can’t think of any other financial planner in whose hands I would place my savings, myself and my family.”

Tamara RyfState Manager, Victoria at Clicks IT Recruitment

“Nicole is a very competent Financial Advisor with an ability to put complex financial speak into plain English. When I purchased my first property Nicole was with me every step of the way, ensuring I had the right homeloan, insurances and superannuation in place.

Nicole is responsive and goes above and beyond to ensure her clients receive great service. I highly recommend Nicole to anyone who is wanting to assess their financial situation and find a solution better suited to their circumstances.”

“As I began to transition to retirement, and lost confidence in my employer’s mandated superannuation fund – UniSuper – my wife and I began to think about gaining sound financial advice. As my son is a senior manager with a UK based bank. I asked him for a referral to a financial adviser.

Fortunately for us, he recommended Ms Nicole Heales. From our first meeting to this day, my wife and I have been impressed with her knowledge, attention to detail, her integrity and the financial strategies she has put forward. We have readily accepted her advice as to the most appropriate superannuation fund. We were seeking flexibility and a fund that would meet our anticipated income needs. We believe that thanks to her financial strategies, this has been achieved.

Accordingly, I have no hesitation in recommending Nicole to anyone in a similar situation and seeking sound financial advice.”

SIMPLER FINANCIAL ADVICE

Teaching women to be clever with money, so they can relax and enjoy their lives. Let's get started!

Nicole Heales: 0417 167 024

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